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FM
Forward Management’s
Verizon
VZ
Stock Holding History
Forward Management’s Portfolio
VZ Stock Details
VZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
–
Sell
-10,450
Closed
-$455K
–
283
2015
Q3
$455K
Sell
10,450
-3,550
-25%
-$164K
0.04%
207
2015
Q2
$653K
Hold
14,000
–
–
0.04%
233
2015
Q1
$681K
Buy
14,000
+1,000
+8%
+$48.3K
0.04%
217
2014
Q4
$608K
Buy
13,000
+10,800
+491%
+$528K
0.03%
211
2014
Q3
$110K
Buy
+2,200
New
+$109K
0.01%
323
2014
Q2
–
Sell
-1,400
Closed
-$67K
–
380
2014
Q1
$67K
Hold
1,400
–
–
﹤0.01%
321
2013
Q4
$69K
Buy
1,400
+900
+180%
+$44.3K
﹤0.01%
335
2013
Q3
$23K
Buy
+500
New
+$24.4K
﹤0.01%
354
Other funds holding VZ
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$6.9T AUM
27.45%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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